Platformax Software

Platformax is a cloud-based customer relationship management (CRM) solution that caters to businesses across various industries such as IT, marketing, advertising, accounting, consulting and more. Key features include lead scoring, task management, email marketing and internal-chat integration.

Platformax helps users centralize their contacts database, organize their sales pipeline and keep track of prospective customers and opportunities. The solution also enables sales managers to schedule activities for their team members and analyze their performance by generating custom reports.

Automated prospecting and robust sales pipeline.

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Pros

I’m on a mission to find a specific type of CRM that removes the need for a series of collaborative and project management apps. In my opinion, the strength of Platformax I find is its robust sales pipeline rather and it would suit teams that want to streamline and aggregate on this specific aspect of their business. There is more functionality than it first meets the eye. Its UI and features puts it right next to Pipedrive and Teamgate in my opinion. It’s an efficient way of keeping track of prospects and monitoring opportunities. It’s reasonably priced and I quite like the brightly colour-coded calendar, and the email tracking integration and the scope for automated prospecting; the drag and drop Kaban view is neat.

Cons

It’s a personal taste choice rather, but probably because of the type of apps that I use, I miss visualising my data in the dashboard with snippets of graphics/charts.

It is a cost effective sales tool

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A 14 day trial is available for Platformax and I always recommend people I meet to try it out. If you are looking to find a professional solution for a competitive price, I think you will find that this more than meets your needs.

Pros

I will not say, that it has the most features I seen, but it offers every single thing, that your sales team needs in order, to get work done, and all that for a more than competitive price.

The email tracking for example is really handy, if you have team members who send out many emails to clients and communication can get lost easily. I have seen many other products with similar features, but for much higher monthly rates, so you're really getting a deal.

I also like the user-friendly interface, which really helps me when we tried to get the whole sale team onboard with this new tool.

Cons

No real issue, it is more than enough customisable to our process and adaptation was fast. If anything can be improved, it would maybe be more integrations with popular apps?

Set up properly there is likely no better sales CRM

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Pros

The tracking and scheduling of tasks. The ability to keep track of all individual customer needs and personal information and follow up on it the right way .

Cons

user interface is not new and needs an update, some parts are hard to master and reports could be better.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Kaarle, thank you. As we informed you already, we listen to your feedback, so keep an eye out. A new interface will be deployed shortly! Looking forward to hear from you!

Stanisawa from jmcie

October 2017

October 2017

Is a great tool, but the hype is greater than performance

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A one-stop solution for managing projects, clients and deals.

Pros

It is a great solution for customer management, performs a lot of functions that are needed in the company. Integration is a lot of time challenging with most software providers. One advantage I see in Platformax is, that it is easy to connect and learn, with help of integration to other apps and natural layout. Some more advanced features take a few days to master and use properly.

Cons

It tries to do to much, so in some parts it does not do so well like specialist competitors. The interface is not the best , so they should work on improving that. Would like to see more integrations and maybe offline mode , for when the internet is down in the area you work in.

Review Source: Capterra

Smidt from Wagu

October 2017

October 2017

Overall it is a great software tool .

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Pros

We have other tools integrated into our system and it goes along very nicely to speed up the sales cycles.

Transparency for salespeople and employees

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I like that all sales people and other emoployess can see what is been done in the company and when somebody is on sick leave or other things, anybody can pick up the work for them.

Pros

I like that all sales people and employees are able to go in the system and see what other sales people have done before. If they visited a potencial client, what was done, who they emailed and who they spoke to. At what point they ar in the process, it is very transparent

Cons

There is not much training. You ar left and sometimes wonder how to work with some things in platform properly. They have support on email and live chat, but they do not come to your office and teach you.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Hey Mészáros, thank you for you review. We try our best to support our clients and site-visitors with our friendly and professional support team. If there are ever any questions on your end, feel free to get in touch, or call us directly!

It s hard to beat the value for money

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Tracking more and better for customers and leads, emailing and calling made really easy. Good value for money.

Pros

I find it easy to use and ultimately tracking customers. You get a good range of flexibility. The email integration and phone using with basic package alone is pretty great, compared to what "free providers" offered.

Cons

I wish I could get better layout in the mobile app. It is not so mobile friendly, when you want to work on customer information from mobile.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Hello Stine, thank you for the review. Most of our users work on Platformax with a laptop or tablet, but mobile works great with the calling-app as well already. Have a great day!

Neat, clean and seamless integrated

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It was easy for us to implement and good daily expirience for the whole team. The sales team likes me even more now (and that is no joke), and we get more work done.

Pros

Seamless integration with outlook and calendar, seamless integration with our own solution. The phone integration might be the best I have expirienced in my 20 year career (but most of the ones I tested were pretty bad). Tracking and managing of events, clients and communication is just fascinating.

Cons

Custom listing of how many contacts you want displayed at one point would be great, a manager might need more or less than what is provided by the system.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Hello Lærke, we appreciate your feedback! Many of our users have already pointed out, how much they like the phone integration. Great, that you like it as well!

Kadar from Wagu

September 2017

September 2017

Platformax is not the normal "CRM", it is a sales platform, that works for you

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Pros

To start, it has features of a powerfull CRM, likely the most powerful I worked with. It has great integrations, it goes with our client success process and it really helps keep track of future progress with clients and opportunities.

It is a sales platform, that helps get sales done in the whole meaning, not just contact managing.

Cons

It can look difficult to integrate at start , specially if you are used to a different CMS or CRM system, but when you look at it better, it is not costly at all and very little time consuming, they got it one fast.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Thank you Kadar, we try hard to make sure, that the platform is intuitive for all users.

Really good and practical, helps to communicate

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Business is going smooth, there is everything managed and flowing.

Pros

Easy to use and easy to customize new functionality when you need it, once business grows and you have bigger team. It is really tightly integrated with marketing, sales and service processes, helps a lot to communicate in team as well for clients and solve problems.

Cons

There are missing guides for users on implementation and new features, knowledge base is low and I get much information directly from support people.

Without Platformax, we would faild

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By using Platformax to track our leads, it has taken our business to the next level. As a sales oriented business , remembering to follow up with clients and nurturing leads is the only way to grow your revenue. The old fashion way of just letting emails sit in our inbox wasn't working, not well enough.

We needed something to help us out, and then a recommendation from a fellow in the industry led us to try out Platformax. We closed a new deal that week! The integrations with Zapier , Twilio and Gmail really push it forward as well

Pros

It is solving core probably of letting potential leads and opportunities fall through the cracks. We do not miss a thing nowadays. I really recommend it.

Cons

Some templates could be useful for people trying to figure out what their process is, but that more of a starting learning issue. Some non-experienced people can have questions, others experienced in CRM will find it intuitive.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Hey Marko, you have a good point. Experienced people find it more intuitive, but we make sure, that anybody can use Platformax from the first minute. Thanks for the review!

Platformax is the answer to our CRM needs

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We have tried (without much success) to track our leads and sales using a very well-known offline CRM system.

Platformax has been the answer to our needs and I wish , that we implemented it sooner. As well as being simple to use, it is very customisable. We have been able to configure it to suit the business environment in which we operate.

The system is quick, I find it visually appealing and very intuitive.

Thanks Platformax.

Pros

I like how It is simple to use and very customisable to our different business needs. It fills out most our requirements, we manage leads, sales and activities way better.

Cons

If it would come with integrated internal chat like we use now Skype or Slack, that would really be fantastic. Otherwise, no complaints., things work as they have to.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Hey Drik. Thanks for the feedback. Integrated chat is not yet planned, but a better user experience will come out soon!

The company goal is to utilise Platforms as a platform for our customer database

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Pros

It is really appealing, that it integrates with other software, so it further enhances your needs. With that it covers all the things a company needs, there are many features that become even more used as your process grows.

Cons

In order to really utilize the Platform at its biggest and get 100% of all functionality, it would help to get a dedicated Platformax assistant or developer for the first days. It is a user friendly system in the starting package, but if you start big, there is still integration and customization to be done, so help is good. They offer great help already, but more information can always help.

Review Source: Capterra

Jürgen from Vory

September 2017

September 2017

Like it and use it, but not complete

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Pros

I like Platformax because It has a clean user-interface and integrations with gmail, outlook and some other apps. These things are really useful, but still some features are missing for me, to trust it whole-heartedly. These could be easily fixed, but I have no idea when that may happen (or if it's even on Platformax's list of To-dos).

1. It offers great filters for segmentation of contacts you work with, so I always know who to contact and what the status is
2) Sorts contacts by first name only. That is an greta oversight! With filter, I can find anybody fast, or simply use search engine in app.
3) I like the email syncing feature, and calendar as well. Always everything in one place and I never forget a date or appointment - meeting.

Cons

There are some things missing for me (I am used to work with may different apps), so I think it can still be made better. As said, it works great otherwise.
They update it often and add new stuff, but now all what i want.

Review Source: Capterra

Response: Platformax, Platformax

Date: October 2017

October 2017

Cheers Jurgen. Syncing is what most of our users like you like as well :)

Pataki from Wagu

September 2017

September 2017

Platformax covers a lot of ground for us

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Pros

The good side, it helps us keep track of leads, manage email and phone calls, helps us logs our work hours.

Cons

It tracks good and we can log anything, but it can be slow sometime. In addition, theres so much going on that it can be difficult to navigate through it all when you have much work. It is not easy like gmail or outlook.